Table 46 Sept 2026From “What is pipeline hygiene? A clean CRM is not a full pipeline”

Which fields make an opportunity record reviewable?

Table 4Which fields make an opportunity record reviewable?

Field	Minimum evidence	Why it stays separate
Unique key	Stable opportunity identifier and duplicate-match result	A row can be identifiable and still be a duplicate
Account link	One account or contact relationship under the declared grain	An owner cannot infer the commercial entity
Owner	Named accountable role or user	Assignment is not proof that the row is current
Current stage	Stage value plus entry event or documented evidence	A label alone is not a transition
Last activity or review	Timestamp and activity type	A completed field can outlive its evidence
Amount and currency	Numeric estimate, currency, and source rule	A number without a currency is not an interpretable amount
Close-date history	Current date, prior date, movement reason, and actor or process	A changed date can move a forecast population
Next event	Planned action, date, or trigger	A filled amount does not show a live operating path
Scope and status	Open, closed-won, closed-lost, or another declared state	Historical records can be useful but out of scope
Exception	Failed rule, reason, owner, and review date	A temporary exception must not become an invisible pass

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Source: Table from this essay. Sources and interpretation are given in the article.

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From the essay

Revenue operations & AI

What is pipeline hygiene? A clean CRM is not a full pipeline

Pipeline hygiene tests whether an opportunity is current, owned, evidence-backed, unique, and fit to enter an open-pipeline decision.

6 Sept 2026

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Isoglu, S. (2026). Which fields make an opportunity record reviewable? [Table]. isoglu.com. https://isoglu.com/insights/exhibits/isoglu-2026-what-is-pipeline-hygiene-fig04/

BibTeX

@misc{isoglu-2026-what-is-pipeline-hygiene-fig04,
  author = {Isoglu, Sinan},
  title = {{Which fields make an opportunity record reviewable?}},
  year = {2026},
  howpublished = {Table 4, isoglu.com},
  url = {https://isoglu.com/insights/exhibits/isoglu-2026-what-is-pipeline-hygiene-fig04/},
  note = {From the essay {What is pipeline hygiene? A clean CRM is not a full pipeline}}
}

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  <figcaption>Table 4: Which fields make an opportunity record reviewable?. Source: Table from this essay. Sources and interpretation are given in the article. <a href="https://isoglu.com/insights/exhibits/isoglu-2026-what-is-pipeline-hygiene-fig04/">View exhibit</a>.</figcaption>
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